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Production Analysis Report - Production by Month

The Production by Month report shows information for charges posted during the selected time period, broken down by month, as well as the transactions (such as payments or adjustments) associated with those procedures.

Because of this, the payment information on this report will not match your other reports in MacPractice.

Example: A patient comes in for an exam in March. The exam is posted as a charge to the ledger. Insurance pays on the exam, but the payment is not received or posted until April. If you run the Production by Month report for March, the insurance payment for the exam will be counted in the Insurance Payment column, since it was applied to a procedure performed in March. However on the Gross Receipts report, the insurance payment would show under April's receipts, as that is when it was entered in the database.

As with many other reports, this report can be run with a variety of filters. For this report, all filters are based on the information listed in the charge window.
prod_by_month_filters.png

  • Filter Providers/Offices: Filters the report based on the provider/office listed in the charge window.
    new_charge_provider_office.png
  • Filter Procedures: Filters the report to show only information for the selected procedure code(s).
    new_charge_procedurecode.png
  • Filter Fee Schedules: Filters the report based on the fee schedule associated with the procedure.
    new_charge_feeschedule.png
  • Filter Facilities: Filters the report based on the Facility entered in the charge window.
    new_charge_facility.png
  • Procedure Start Date/End Date: Filters the report based on the entered date range. By default, it will use the Procedure date listed on the charge (see point G for additional information).
  • Include $0.00 Charges: If checked, includes charges with a fee amount of 0.00 in the report.
  • Use Posted Date: If checked, causes the Start and End date fields to filter by the posted date rather than the procedure date.
  • Show In Procedure Break Down: Allows you to select whether you will see the procedure code or short description in the "Detail" column of the expanded results.

After you have set your filters, click the Apply button to see your results.

Production by Month - Unexpanded
In the initial view of the Production by Month report, you will see a row for each month in the selected date range, as well as information regarding transactions for that month.
prod_by_month_unex.png

  • Month Year: Indicate what month the results in that line are from.
  • # Patients: Shows the number of patients that had transactions entered during that month. If a patient had multiple transactions for that time period, they will only be counted once in the "# Patients" column.
  • # Office Visits: Indicates the total number of patient visits for the month. Multiple transactions for a single patient are counted only once, but if the same patient had procedures from multiple dates, they will be counted once for each date.
  • Fees: Shows total fees entered for the month.
  • Tax: Shows tax charged for those fees.
  • Lab Costs: Displays a total of lab costs for all fees for the month that were associated with a lab.
  • Neg. Adj: Shows any negative adjustments applied towards charges posted during that month. It does not matter when the negative adjustment was entered, or applied. If it is tied to a procedure during the month, it will show up here.
  • Pos. Adj: Shows any positive adjustments associated with procedures for the month. As with the negative adjustment, it does not matter when the positive adjustment was entered, as long as the procedure date on the charge it is associated with falls within the month.
  • Write-off: Shows any write-offs associated with procedures during the given month. Like other items on this report, it only matters that they are associated with the procedure. The write-off's posted/procedure date do not count.
  • Patient/Insurance Paid: Reflects payments applied towards charges performed in the month. These numbers will not match deposits, gross receipts, or earned receipts, as each of those reports figure their date range on different criteria.
  • Open: Shows the unpaid amount for all charges for the given month.
You can click the triangle next to any of the months to see expanded results.

Production by Month - First Expansion
If you click the triangle next to any of the months listed in the Production by Month report, you will see an expanded view that shows you the production information for each individual day in the month.
prod_by_month_ex1.png
  • Month Day: Shows the month and day the results in that line are from.
  • Fees: Shows the total fees entered for the day.
  • Tax: Shows tax charged for those fees.
  • Lab Costs: Shows a total of all lab costs charged for the day.
  • Neg. Adj: Shows any negative adjustments applied towards charges posted during that day. It does not matter when the negative adjustment was entered, or applied. If it is tied to a procedure from that day, it will show up here.
  • Pos. Adj: Shows any positive adjustments associated with procedures for the month. Again, it does not matter when the positive adjustment was entered, as long as the procedure date on the charge it is associated with falls on the day.
  • Write-off: Shows any write-offs associated with procedures from the day. Like all things on this report, it only matters that they are associated with the procedure. The write-off's posted/procedure date do not count.
  • Patient/Insurance Paid: These columns reflect payments applied towards charges performed in the day. These numbers will not match deposits, gross receipts, or earned receipts, as each of those reports figure their date range on different criteria.
  • Open: Shows the unpaid amount for all charges for the given day.
At the bottom of the report, there is a Total row, which shows the total for the month. These numbers should match those listed for the month in the unexpanded view.
 
You can click the triangle next to any of the days to see further expanded results.

Production by Month - Fully Expanded
If you click the triangle next to any of the days in the Production by Month expanded view, or run the report with the Expand All checkbox checked, you will see full detail on all procedures entered for the selected day.
prod_by_month_ex2.png
  • Patient Last, First: Lists the name of the patient associated with the transaction.
  • Procedure Date: Lists the procedure date of the charge.
  • Code or Description: Shows the code or description for the procedure, depending on which you have selected in the filters area.
  • Prov.: Shows the user ID of the provider listed on the procedure.
  • Fees: Shows total fee for the procedure.
  • Lab Costs: Displays a total of lab costs for the fee, if it is associated with a lab.
  • Neg. Adj: Shows any negative adjustments applied towards the charge. It does not matter when the negative adjustment was entered, or applied. If it is tied that procedure, it will show up here.
  • Pos. Adj: Shows any positive adjustments associated with that procedure. Again, it does not matter when the positive adjustment was entered, as long as it is associated with the charge.
  • Write Off: Shows any write-offs associated with the procedure. Like all things on this report, it only matters that they are associated with the procedure. The write-off's posted/procedure date does not count.
  • Patient/Insurance Paid: Reflects payments applied towards the charge. These numbers will not match deposits, gross receipts, or earned receipts, as each of those reports figure their date range on different criteria.
  • Open: Shows the unpaid amount for the charge.
  • Tooth/Surface: In MacPractice DDS, there will be a final column that displays the tooth number and surface associated to the charge.
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